EH
CFP
EH
CFP

Evan Hipp

2 Years of Experience
Fairhope, AL

Evan Hipp is a CFP-designated registered investment advisor at Brown Financial Advisory, based in Fairhope, AL, with 2 years of industry experience. Evan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 241 clients with $340M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
IM Fee
Planning only
Assets Under Management
$344.0M

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

54 S. Greeno Road, Fairhope, AL, 36532

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Brown Financial Advisory
December 2024 - Present · 1 yr 4 mos
Previous Registrations
Cetera Investment Services LLCBroker
January 2024 - April 2024 · 3 mos
Cetera Investment Advisers LLC
January 2024 - April 2024 · 3 mos
Swan Capital
June 2023 - October 2023 · 4 mos
PFS Investments INC.Broker
November 2022 - February 2023 · 3 mos
State Registrations1 state
AL
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Evan Hipp - Financial Advisor | TrueAdvisor